All Phases Print
06

Deployment

Owner: Max Moclock

Ship all deliverables. Includes client satisfaction survey before post-launch check-in.

Go LiveSurvey + Check-in
Lane 01

Client Experience

🚀 Client Experience at Deployment
  • Receives final deliverables in all required formats
  • Gets a final handoff package (files, access, instructions)
  • Content goes live / published / distributed
  • Completes satisfaction survey (new)
  • Invited to share review or testimonial
  • Presented with retainer or future service options
📍 Client Touchpoints
  • Final delivery email with all assets/links
  • Project completion summary
  • Platform publish confirmation
  • Satisfaction survey (NPS + structured feedback) (new)
  • Review/testimonial request
  • Retainer or ongoing service offer
Lane 02

Teammate Workflow

👥 Team Assignments
👑 Max: Deployment coordinator, final delivery 🎥 Teddy: Final sign-off, relationship stewardship 🎨 Molly: Final design exports ✍️ Bethany: Final copy review 📷 Paige: Social scheduling & publish 🎬 Derrick: Video export & upload, landing-page go-live 🖥️ Derrick: Hosting, DNS, SSL, analytics wiring, launch monitoring 📷 Elisa: Photo selects & gallery
📄 Deployment Checklist (8 steps)
  • Format exports: Every deliverable in all required formats
  • File delivery: Organized folders, access links, naming guide
  • Platform publishing: YouTube, Spotify, RSS, social, LMS
  • Launch checklist (web/app): New Derrick verifies DNS/SSL, analytics (GA4 + Search Console), robots.txt/sitemap, Core Web Vitals, smoke test of key flows
  • Client handoff docs: New Derrick delivers admin credentials, CMS training video or doc, and a one-page "how to update your site" guide
  • Launch coordination: Announcement, amplification strategy
  • Satisfaction survey: NPS + structured feedback collection
  • Post-launch check-in: 7-day follow-up (Derrick monitors analytics/errors for first week), testimonial, retainer offer
Lane 03

AI Agent Workflow

🔄 Human-Bot Collaboration
Social Media Bot schedules posts→Paige confirms schedule
Copywriter Bot writes captions/alt text→Bethany reviews
VP Bot generates survey + testimonial copy→Max reviews & sends
Engineer Bot runs pre-launch audit (Lighthouse, broken links, schema)→Derrick triages & clears
Lane 04

Feedback & Decisions

📊 Client Satisfaction Survey (new)
  • Overall satisfaction (1-10)
  • Communication quality rating
  • Deliverable quality rating
  • Timeline adherence rating
  • Net Promoter Score (NPS)
  • Open-ended feedback

Results feed into client health score and inform sustainment strategy.

⌛ Timeframe

🕑 1-3 business days for deployment

🔄
Handoff: Deployment → Sustainment
Materials: Completed project, satisfaction survey results, client health score, retainer interest